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Wealth Manager Performance Awards 2017: the winners revealed!

The annual Wealth Manager Investment Performance Awards were held at The Grove in Hertfordshire last week and we can reveal the winners.

The annual Wealth Manager Investment Performance Awards were held at The Grove in Hertfordshire last week, recognising the firm’s delivering excellent risk-adjusted performance for their clients.

The seven awards, held in association with Asset Risk Consultants, were handed out across seven categories with portfolio awards for cautious, balanced, growth and aggressive mandates, before overall company awards were given to the best small, medium and large firms.

Here we can reveal those private client investment managers that took home the top prizes in each category, in what was a close-fought contest this year, with six different companies being recognised over the seven fields.

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The annual Wealth Manager Investment Performance Awards were held at The Grove in Hertfordshire last week, recognising the firm’s delivering excellent risk-adjusted performance for their clients.

The seven awards, held in association with Asset Risk Consultants, were handed out across seven categories with portfolio awards for cautious, balanced, growth and aggressive mandates, before overall company awards were given to the best small, medium and large firms.

Here we can reveal those private client investment managers that took home the top prizes in each category, in what was a close-fought contest this year, with six different companies being recognised over the seven fields.

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Please sign in or register to comment. It is free to register and only takes a minute or two.

CAUTIOUS PORTFOLIO

Winner: Blankstone Sington

Cautious portfolio performance: 16.66%

ARC Sterling Cautious PCI: 11.78%

Shortlisted:

Brooks Macdonald

Investec Wealth & Investment

Redmayne Bentley

Smith & Williamson

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BALANCED PORTFOLIO

Winner: LGT Vestra

Balanced portfolio performance: 28.43%

ARC Sterling Balanced Asset PCI: 17.63%

Shortlisted:

Montage Portfolio Management

Myddleton Croft

Smith & Williamson

Tcam Asset Management

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GROWTH PORTFOLIO

Winner: Veritas

Growth portfolio performance: 33.81%

ARC Sterling Steady Growth PCI: 23.4%

Shortlisted:

CCLA Investment Management

James Hambro & Partners

Myddleton Croft

Walker Crips

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AGGRESSIVE PORTFOLIO

Winner: Stonehage Fleming (Global Best Ideas fund)

Aggressive portfolio performance: 70.26%

ARC Sterling Equity Risk PCI: 26.35%

Shortlisted:

Julius Baer

Kleinwort Hambros

Tacit Investment Management

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BEST SMALL FIRM

Winner: Tacit Investment Management

ARC said: ‘Tacit punched above their weight in the Aggressive category versus a large field of entrants and their name was hotly discussed in the other performance categories. Easily verifiable data and consistent performance over the three years under review backed up their entry.’

Shortlisted:

Blankstone Sington

Myddleton Croft

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BEST MEDIUM FIRM

Winner: Veritas Investment Management, CEO Mark Rayward (pictured)

ARC said: ‘High quality submission of real portfolio data for all their underlying clients made for a strong entry from Veritas who were a worthy winner in the Growth category and were close to making the cut in the other categories.’

Shortlisted:

James Hambro & Partners

Redmayne Bentley

Saunderson House

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BEST LARGE FIRM

Winner: Smith & Williamson

ARC said: ‘S&W demonstrated consistency across the range of risk categories that they entered. A high quality entry of real client data helped their case in this overall award.’

Shortlisted:

Brooks Macdonald

Investec Wealth & Investment

LGT Vestra

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Asset Risk Consultants' awards methodology

The Citywire Investment Performance Awards are judged on data submitted by investment managers. This data is verified to ensure that it represents real client outcomes and may be adjusted depending on the realism of the data submitted.

In compiling the shortlist and determining the winner, not only are returns considered but also the realism of the data, consistency of returns and volatility of the entry as well as the number and proportion of the firm’s clients benefiting from the performance.

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